Ivan Esau Martinez

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 07/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 11/2020 → 07/2022
  Chase
  Humble, TX
• 07/2013 → 11/2020
  Led Transport Solutions
  Houston, TX
• 08/2017 → 08/2018
  Vans
  Woodlands, TX
• 08/2017 → 05/2021
  University Of Houston
  Houston, TX
• 12/2019 → 12/2019
  Sky Chefs Inc
  Houston, TX
• 10/2016 → 11/2019
  University Of Houston
  Houston, TX
• 12/2018 → 01/2019
  Amazon.cOm, Inc. And Its Affiliates
  Houston, TX
• 02/2018 → 08/2018
  Dick's Sporting Goods, Inc.
  Humble, TX
• 05/2017 → 08/2017
  Iss Facility Services
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-22
• S63 Uniform Securities Agent State Law Examination
  2022-09-12

Other Names

• Ivan Martinez